B. Scott Mizer, QKA®

Partner and President

Scott serves as President of the company and Client Advisor. As President, Scott has broad responsibilities in all areas of practice management within the firm. In his role as Client Advisor, he uses his investment and retirement planning experience to tailor wealth plans for clients. He serves as a senior member of both the firm’s investment committee as well as the Retirement Plan Services Team. Prior to joining the firm, Scott established and operated Mizer Financial Services, an independent financial and investment advisory firm. He has more than 30 years of experience in the financial planning and investment management industries and earlier in his career was with the Huntington Trust Company and Nationwide. Scott is a graduate of Denison University where he majored in economics and computer science. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the Qualified 401k Administrator (QKA) designation. Scott and his wife, Grace, live in Westerville, and they are ministry partners of New Life Church.